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Jefferson City, MO • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2025-10-23 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Creativeone Securities, Llc | Overland Park | KS | 01/2013 | 10/2025 |
| Acrisure | Jefferson City | MO | 01/2022 | Present |
| Creativeone Securities, Llc | Overland Park | KS | 03/2025 | 10/2025 |
| Biy Financial, Llc | Jefferson City | MO | 10/2025 | Present |
| Priority First Insurance & Investments | Jefferson City | MO | 03/2007 | 12/2021 |
1.) CKJ Properties, LLC; not investment related; 1739 Elm Ct, Ste 203, Jefferson City, MO 65101; Real Estate Rental; Member; 08/2007; 5 hrs/mo; 1 hr/mo 2.) Mend to Extend LLC; not investment related; 1922 Bald Hill Rd Jefferson City, MO 65101; Roof Maxx Dealership; Owner; 08/2025; 25 hrs/mo; 15 hrs/mo 3.) Acrisure; investment related; 1922 Bald Hill Rd Jefferson City, MO 65101; Partner/Insurance Agent; 01/2022; 45 hrs/mo; 45 hrs/mo
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-03-04 |
| S63 | Uniform Securities Agent State Law Examination | 1998-03-23 |
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